Wealth Diagnostic

Services

Our process for

Understanding & Mapping Your Wealth

The wealth diagnostic process creates a comprehensive wealth map of a family’s wealth and serves as the foundation for our advice and family office support going forward. It will identify high priority focus areas and make recommendations for the family across a broad range of areas surrounding their investment infrastructure.

Fees & Charges

We also offer

We believe that clients should feel in control of their wealth, understanding their assets with its purpose clearly defined

Why Wren?

Institutional Quality Investment Team

At Wren we know that forging deep, lasting relationships is the basis for achieving success. We combine a highly bespoke relationship-based service, akin to a private office, with the breadth and depth of an institutional quality investment team. We have structured Wren with the philosophy of a partnership to be around for the long term in order to match the multi-generational requirements of our clients.

Get in touch

If you want to find out more about our Wealth Diagnostic service, get in touch now to talk to one of our expert wealth management professionals.

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Important Information: Investors should be aware that with investing capital is at risk, past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Wren Investment Office Limited is an Appointed Representative of G10 Capital Limited, which is authorised and regulated by the Financial Conduct Authority, registration number 648953.